Strategy’s sharp stock plunge, renewed forced-sale fears, and Michael Saylor’s largest Bitcoin purchase in months collided this week to test market conviction and reshape the narrative around levered corporate Bitcoin holdings.

Markets are entering a critical stretch defined by missing economic data, rising rate-cut expectations, and a looming structural decision that could reshape corporate Bitcoin demand.

ETF flows and corporate treasuries are shaping a new phase of institutional crypto adoption, with Bitcoin holding steady, Ethereum accelerating, and Solana quietly building its base.

MicroStrategy just got included into the Nasdaq 100, a watershed moment for Bitcoin’s integration into traditional finance. How did MSTR do this and what does this mean for the crypto market?